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Elizabeth Moss

Elizabeth Moss

Elizabeth Moss began her career in financial services in 1983. She became the Investment and Annuity Specialist in 1994 in the Mass Mutual agency in San Antonio, Texas and has continued in this specialist role at the Mass Mutual agency in Chicago since 2002. Elizabeth maintains a personal practice, focusing on retirement income and distribution planning. She served for four years as the chairperson of the Investment Specialist Committee, a specialist advisory group consulting with MML Investors Services, Inc. She serves on the advisory board for Morningstar Investment Services and has served for the Institute of Business and Finance. She has also consulted on portfolio design with Morningstar Managed Portfolios and Standard and Poor’s Portfolio Advisor Express.